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Flaherty & Crumrine Total Return Fund (FLC) Institutional Ownership

Flaherty & Crumrine Total Return Fund logo
$16.80 -0.01 (-0.03%)
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Institutional Ownership Changes (13F Filings) for Flaherty & Crumrine Total Return Fund (NYSE:FLC)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$14.33M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$1.59M
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FLC Institutional Buying and Selling by Quarter

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Flaherty & Crumrine Total Return Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Bank of America Corp DE311,606$5.20M0.0%-2.2%0.000%
2/14/2025AQR Arbitrage LLC103,093$1.72M0.0%-21.1%0.000%
2/14/2025Kovitz Investment Group Partners LLC52,968$885K0.0%-6.5%0.000%
2/13/2025NewEdge Advisors LLC10,830$181K0.0%-7.6%0.000%
2/13/2025Guggenheim Capital LLC32,625$545K0.0%+67.9%0.000%
2/13/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/13/2025Invesco Ltd.143,839$2.40M0.0%+4.0%0.000%
2/13/2025Wedbush Securities Inc.10,000$167K0.0%N/A0.000%
2/13/2025Sit Investment Associates Inc.559,576$9.35M0.2%+123.8%0.000%
2/11/2025LPL Financial LLC131,427$2.20M0.0%-4.3%0.000%
2/7/2025HighTower Advisors LLC19,424$324K0.0%-7.7%0.000%
2/7/2025Independent Advisor Alliance83,202$1.39M0.0%N/A0.000%
2/7/2025Sowell Financial Services LLC208,369$3.48M0.2%+5.9%0.000%
2/6/2025Raymond James Financial Inc.19,937$333K0.0%N/A0.000%
2/5/2025Noble Wealth Management PBC147,767$2.47M1.7%N/A0.000%
1/29/2025MeadowBrook Investment Advisors LLC2,720$45K0.0%+67.9%0.000%
1/28/2025Seamount Financial Group Inc.20,790$347K0.2%-8.3%0.000%
1/15/2025Hennion & Walsh Asset Management Inc.16,634$278K0.0%N/A0.000%
11/15/2024Kovitz Investment Group Partners LLC56,655$980K0.0%N/A0.000%
11/15/2024HighTower Advisors LLC21,042$363K0.0%+36.0%0.000%
11/7/2024Pathstone Holdings LLC88,513$1.53M0.0%+153.9%0.000%
10/30/2024Catalina Capital Group LLC10,277$178K0.1%N/A0.000%
10/25/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/24/2024Pathway Financial Advisers LLC22,447$388K0.0%-16.1%0.000%
10/4/2024MRA Advisory Group10,234$177K0.1%N/A0.000%
8/16/2024Northwestern Mutual Wealth Management Co.10,636$165K0.0%+11.5%0.000%
8/2/2024Wolverine Asset Management LLC76,929$1.20M0.0%-26.8%0.000%
7/30/2024Matisse Capital95,300$1.48M0.7%+23.0%0.000%
5/29/2024Pathway Financial Advisers LLC26,815$415K0.1%N/A0.000%
5/9/2024Koshinski Asset Management Inc.12,560$194K0.0%-50.0%0.000%
5/6/2024ORG Partners LLC2,405$37K0.1%N/A0.000%
5/1/2024Matisse Capital77,505$1.20M0.6%+87.7%0.000%
2/12/2024Relative Value Partners Group LLC60,839$885K0.1%N/A0.000%
2/8/2024Matisse Capital41,286$601K0.3%N/A0.000%
2/6/2024MeadowBrook Investment Advisors LLC2,140$31K0.0%N/A0.000%
2/1/2024Wolverine Asset Management LLC93,269$1.36M0.0%-1.4%0.000%
1/29/2024Koshinski Asset Management Inc.25,120$365K0.1%+100.0%0.000%
1/24/2024Sowell Financial Services LLC199,078$2.90M0.2%-5.7%0.000%
11/14/2023AQR Arbitrage LLC68,465$937K0.0%+364.3%0.000%
11/14/2023Saba Capital Management L.P.44,933$615K0.0%N/A0.000%
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11/13/2023Wolverine Asset Management LLC94,613$1.30M0.0%+211.1%0.000%
11/8/2023HighTower Advisors LLC24,313$319K0.0%+63.7%0.000%
10/16/2023Capital Investment Advisors LLC11,835$162K0.0%N/A0.000%
8/7/2023Wolverine Asset Management LLC30,417$437K0.0%+39.1%0.000%
7/31/2023LPL Financial LLC116,869$1.68M0.0%+10.9%0.000%
7/28/2023Koshinski Asset Management Inc.12,560$180K0.0%-50.0%0.000%
5/12/2023Navis Wealth Advisors LLC12,732$187K0.2%-7.8%0.000%
5/10/2023Cascade Investment Advisors Inc.2,700$40K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.14,100$207K0.0%-6.0%0.000%
5/8/2023Wolverine Asset Management LLC21,865$321K0.0%-41.2%0.000%
5/1/2023CWM LLC3,293$48K0.0%+39.1%0.000%
4/28/2023Ameritas Advisory Services LLC6,972$103K0.0%-39.2%0.000%
2/10/2023Ameritas Advisory Services LLC11,474$181K0.0%+6.3%0.000%
2/9/2023Sowell Financial Services LLC216,975$3.43M0.2%-6.7%0.000%
2/9/2023Ceera Investments LLC14,080$222K0.1%-23.5%0.000%
2/7/2023LPL Financial LLC102,182$1.61M0.0%+3.7%0.000%
2/1/2023Wolverine Asset Management LLC37,173$587K0.0%N/A0.000%
2/1/2023CWM LLC2,368$37K0.0%+105.7%0.000%
1/31/2023Geneos Wealth Management Inc.1,615$26K0.0%-49.4%0.000%
11/15/2022Logan Stone Capital LLC13,744$215K0.1%N/A0.000%
11/2/2022Rockefeller Capital Management L.P.8,507$132K0.0%+87.8%0.000%
10/27/2022Navis Wealth Advisors LLC13,715$214K0.3%N/A0.000%
8/11/2022Cetera Advisor Networks LLC14,319$257K0.0%-4.1%0.000%
8/4/2022Steward Partners Investment Advisory LLC26,410$474K0.0%-40.9%0.000%
7/29/2022Walker Asset Management LLC208,288$3.91M0.3%N/A0.000%
7/25/2022Walker Asset Management LLC208,288$3.91M0.0%N/A0.000%
7/22/2022Geneos Wealth Management Inc.22,262$398K0.0%-3.8%0.000%
7/21/2022Wedbush Securities Inc.15,000$269K0.0%+19.5%0.000%
7/6/2022Capital Investment Advisors LLC12,920$232K0.0%N/A0.000%
5/9/2022Northwestern Mutual Wealth Management Co.4,450$89K0.0%-45.9%0.000%
5/2/2022Steward Partners Investment Advisory LLC44,700$892K0.0%-37.3%0.000%
4/19/2022Wedbush Securities Inc.12,550$250K0.0%-21.8%0.000%
2/10/2022Nwam LLC18,240$416K0.0%-21.5%0.000%
2/10/2022HighTower Advisors LLC11,802$268K0.0%-12.9%0.000%
2/9/2022Wolverine Asset Management LLC21,943$500K0.0%+872.7%0.000%
2/9/2022Sowell Financial Services LLC173,915$3.96M0.2%-26.2%0.000%
2/9/2022Geneos Wealth Management Inc.25,899$590K0.0%-11.9%0.000%
2/8/2022Steward Partners Investment Advisory LLC71,275$1.62M0.0%-4.7%0.000%
2/8/2022Bank of America Corp DE458,117$10.44M0.0%+3.0%0.000%
2/7/2022Ameritas Advisory Services LLC10,576$241K0.0%N/A0.000%
2/3/2022Northwestern Mutual Wealth Management Co.8,221$187K0.0%+5,380.7%0.000%
1/10/2022Capital Investment Advisors LLC10,220$233K0.0%-8.9%0.000%
11/16/2021Cetera Investment Advisers19,868$476K0.0%+98.2%0.000%
11/16/2021LPL Financial LLC90,154$2.16M0.0%+4.4%0.000%
11/15/2021Invesco Ltd.93,211$2.24M0.0%+18.2%0.000%
11/15/2021HighTower Advisors LLC13,548$322K0.0%-5.1%0.000%
11/12/2021Wolverine Asset Management LLC2,256$54K0.0%N/A0.000%
11/12/2021Rockefeller Capital Management L.P.4,531$108K0.0%-71.5%0.000%
11/9/2021Geneos Wealth Management Inc.29,392$703K0.0%-6.8%0.000%
11/4/2021Sowell Financial Services LLC235,543$5.65M0.4%-1.2%0.000%
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11/3/2021Nwam LLC23,240$557K0.1%-2.1%0.000%
10/28/2021Morris Retirement Advisors LLC10,428$250K0.2%+23.7%0.000%
10/13/2021FNY Investment Advisers LLC1,300$31K0.0%N/A0.000%
10/12/2021Koshinski Asset Management Inc.25,120$602K0.1%+100.0%0.000%
8/17/2021Invesco Ltd.78,875$1.93M0.0%+8.7%0.000%
8/16/2021Bank of America Corp DE428,227$10.45M0.0%-2.2%0.000%
8/16/2021Royal Bank of Canada27,510$671K0.0%+2.0%0.000%
8/13/2021LPL Financial LLC86,393$2.11M0.0%+3.0%0.000%
8/10/2021Rockefeller Capital Management L.P.15,881$387K0.0%+349.8%0.000%
8/6/2021HighTower Advisors LLC14,278$348K0.0%-6.1%0.000%
(Data available from 1/1/2016 forward)

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FLC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FLC shares?

During the previous two years, 33 institutional investors and hedge funds held shares of Flaherty & Crumrine Total Return Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($9.35M), Bank of America Corp DE ($5.20M), Sowell Financial Services LLC ($3.48M), Noble Wealth Management PBC ($2.47M), Invesco Ltd. ($2.40M), LPL Financial LLC ($2.20M), and AQR Arbitrage LLC ($1.72M).Learn more on FLC's institutional investors.

Which institutional investors have been buying Flaherty & Crumrine Total Return Fund stock?

Of the 28 institutional investors that purchased Flaherty & Crumrine Total Return Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($309.59K), Noble Wealth Management PBC ($147.77K), Matisse Capital ($95.30K), Independent Advisor Alliance ($83.20K), Wolverine Asset Management LLC ($72.75K), Relative Value Partners Group LLC ($60.84K), and Kovitz Investment Group Partners LLC ($56.66K).

How much institutional buying is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have bought a total of 1,183,835 shares in the last 24 months. This purchase volume represents approximately $18.89M in transactions.

Which Flaherty & Crumrine Total Return Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold Flaherty & Crumrine Total Return Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wolverine Asset Management LLC ($44.79K), AQR Arbitrage LLC ($27.62K), Koshinski Asset Management Inc. ($25.12K), Sowell Financial Services LLC ($12.00K), Pathway Financial Advisers LLC ($8.63K), Bank of America Corp DE ($6.88K), and LPL Financial LLC ($5.93K).

How much institutional selling is happening at Flaherty & Crumrine Total Return Fund?

Institutional investors have sold a total of 145,529 shares in the last 24 months. This volume of shares sold represents approximately $2.29M in transactions.


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This page (NYSE:FLC) was last updated on 4/1/2025 by MarketBeat.com Staff
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